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income/expenses tracking issue

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    income/expenses tracking issue

    I don't think this will make absolute sense but here goes.
    At the moment I have a basic accounts spreadsheet where I put the income and expenditure based on a statement. I have now 4 staff that each have their own income/expenditure sheet and also a separate expenses sheet. I want to if possible merge all this into one workbook on excel where If one staff has an expense it shows up automatically if possible on the "Master Expenses sheet" I want to make it so any expenditure on their sheets will appear on my "Master sheet" Is this at all possible? Also can I have usernames and passwords where I can restrict users from accessing other people's income/expenditure sheet. Like for example "EMP1" is only able to see his expenses and accounts sheet once he has put in his username and password but can't do it for "EMP2" and look at theirs. I hope this isn't too confusing and if you need any clarification then please tell me and I will give you a clearer breakdown of what I mean and an example of what I currently have. I work as a volunteer for a non-profit organisation called Kumon Y'all who has won grants to fund their premises and staff wages and other relevant things needed to operate a Youth group. . Many Thanks,Much Obliged. Please Reply and Help.

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    Re: income/expenses tracking issue

    It is possible but better is you send a non-sensitive sample.

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    Re: income/expenses tracking issue

    Hi,Many Thanks for replying and I'm sorry for my late reply. I don't understand technical stuff alot so I will just send you the sheets I use now.
    Attached Files Attached Files

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    Re: income/expenses tracking issue

    Take a look at using the CONSOLIDATE feature of Excel. You will find this on the DATA tab, data tools. Seeing that you are using templates, all of the data entry should be consistent and consolidation should be easily done once you get the hang of it.
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    Re: income/expenses tracking issue

    Hi,
    Thanks for replying. I don't really know how to use Microsoft Excel. Could you help me with actually creating the multiple pages and joining all the pages onto the master sheet as explained above please. I would really appreciate any help as i'm running out of time. The templates I made for expenses and the "income/expenditure" sheet was made by another person before my time with the group. Any help will be appreciated.Much Obliged. Ibrahim.

  6. #6
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    Re: income/expenses tracking issue

    Hi,
    Thanks for replying. I don't really know how to use Microsoft Excel. Could you help me with actually creating the multiple pages and joining all the pages onto the master sheet as explained above please. I would really appreciate any help as i'm running out of time. The templates I made for expenses and the "income/expenditure" sheet was made by another person before my time with the group.I have attached the template files. Any help will be appreciated.Much Obliged. Ibrahim.

  7. #7
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    Re: income/expenses tracking issue

    would it not be easier to post data from your templates to your accounting software directly, and get detailed reports

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